Retirement Planning

Our Dallas-based advisors help you protect savings and plan for retirement with confidence. We offer fixed indexed annuities, income annuities, and long-term care options designed to provide steady growth, guaranteed income, and financial peace of mind.

Not sure if an annuity is right for you? Our fiduciary team will walk you through your options and tailor a plan to your goals.

Our Philosophy

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Why Choose Us?

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Our Leadership

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Tax-Efficient Wealth Transfer

Pass on your wealth with minimized tax liability using trusts, gifting strategies, and strategic planning that reduce estate taxes while maximizing your legacy.

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Trust & Estate Planning

Ensure your assets are protected and distributed according to your wishes. We develop personalized estate plans that reflect your values, family dynamics, and long-term goals.

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Business Planning

Business owners in Dallas trust us to help protect their companies and their families. We build succession plans that safeguard your wealth and prepare your business for the next chapter.

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step 1

Celebrate Creativity

We meet customers in set place to discuss the details about needs and demands before proposing a plan.

step 2

Ideas & Concepts

Our experts come up with all kinds of ideas and initiatives for delivering the best solutions for IT services chosen.

step 3

Testing & Trying

After agreeing on the ideas and plans, we will conduct as scheduled and give comments on the results.

step 4

Execute & Install

Once the final plan is approved, everything will be conducted according to the agreed contract.

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Testimonials

What Our Customers Say?

More than 99% customer satisfaction is our success.

Giles and his team at Herrington Business Consulting have been absolutely great to work with and they definitely have gone above and beyond for us by streamlining all of our accounts so that we can focus on what we do love to do and continue to grow our business.

Heather Smith - Talk

Director, Radical Orange Pty Ltd.

Heather Smith - Talk

Director, Radical Orange Pty Ltd.

Heather Smith - Talk

Director, Radical Orange Pty Ltd.

Heather Smith - Talk

Director, Radical Orange Pty Ltd.

PRICING PLANS

Choose the Plan That’s Right for You

Get control and visibility over spending. Try any plan free for 30 days with no lock-in commitments

basic plan

$199 Monthly

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Download Detail.PDF

24/7 Support at Any Time

Orientation for Business

Unlimited project

Quality & Customer Experience

Power And Predictive Dialing

Free Consultation Until Cooperation

Get Started With Plan

advance plan / best

$299 Monthly

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Download Detail.PDF

24/7 Support at Any Time

Orientation for Business

Unlimited project

Quality & Customer Experience

Power And Predictive Dialing

Free Consultation Until Cooperation

Get Started With Plan

premium plan

$399 Monthly

Morbi eget libero tincidunt, maximus ex ut, tempus enim. Nullam tellus ante.

Download Detail.PDF

24/7 Support at Any Time

Orientation for Business

Unlimited project

Quality & Customer Experience

Power And Predictive Dialing

Free Consultation Until Cooperation

Get Started With Plan

Recognized by the best

Clients Trust Ninety Nine Wealth.

From an early stage start-up’s growth strategies to helping existing businesses, we have done it all! The results speak for themselves. Our services work.

Let’s Collaborate with Us!

From an early stage start-up’s growth strategies to helping existing businesses, we have done it all! The results speak for themselves. Our services work.

Let's Develop Together